VentureBeat - Latest Comments in Technology buyouts come of age

Re: Technology buyouts come of age

Nina Moric — Thu, 13 Dec 2007 12:12:33 -0000

Hey!...I found your site via Yahoo! when i was searching for cash flow model, and this post regarding Technology buyouts come of age really sounds very interesting to me.. Thanks.

Re: Technology buyouts come of age

Michael Faught — Thu, 23 Nov 2006 11:28:41 -0000

Gerald, you're certainly correct about PE firms and their growing focus on technology buyouts. In my opinion however there is another, at least as big, opportunity in the space between venture capital and technology buyouts....technology-driven growth acquisitions. This is a buyout, not venture model, focusing on acquiring cashflowing but mundane "me too" operating companies (at commodity multiples) and utilizing (pre-sourced and "turnkey") technological innovation to immediately decommoditize the target acquisition's product or service. In turn, this enables the capture of market share (driving up revenue) and premium pricing (driving up margins) which, obviously, drives cashflow improvement, profitable exits (at premium multiples) and outsized returns to investors. By virtue of the fact that we focus on acquiring these boring â€œgoing nowhereâ€ commodity companies, we avoid auctions and buy rightâ€¦.ultimately, this is all about legitimately proprietary dealflow. Gerald, if you (or any other VentureBeat readers) are at all interested in this strategy, I'd love to discuss this with you in more detail. Feel free to contact me at MFFaught@aol.com. I'm in Los Angeles.

Re: Technology buyouts come of age

john b. — Mon, 16 Oct 2006 20:04:15 -0000

very interesting. thanks for the insights.

Re: Technology buyouts come of age

Darrel Dawkins — Mon, 16 Oct 2006 14:01:54 -0000

smart & good looking, how about a visit to Planet Lovetron

Re: Technology buyouts come of age

Krish — Mon, 16 Oct 2006 08:56:30 -0000

Buyout firms will survive at any time so long as they are good at cherry picking. While being in India, I know the transformation that's happening only too well...! There are enough and more funds sloshing around here even as our market is at its historical peak - just that the difference is that it's only the stocks that constitute the Benchmark indices ( SENSEX and NIFTY ) which are soaring...beneath which there is one helluva' choice for mid cap corporates with attractive valuations.

Gerald, if you would like to focus on this part of the world, just get in touch.

Re: Technology buyouts come of age

Alexander Muse — Sat, 14 Oct 2006 19:23:39 -0000

This story is a bit bigger here in Dallas. Turns out there might be quite a bit more to the story at Sevin Rosen than first came out. Dan Primack is suggesting that they pulled a snow job on the New York Times:

http://texasvc.weblogswork....